what you'll create
We'll start by defining the fields used in the database, specifying a field type for each one, as well as options (validation criteria and auto-enter values).
Next, you'll create a data entry layout (Main) in which you can enter basic information for each of your investment accounts.
Account transactions will be stored in three additional tables you'll create: Savings, Stocks, and CD. Using the relational capabilities of FileMaker Pro 8, each transaction record will be
Every stock or mutual fund transaction (a dividend or interest payment) is recorded in the Stocks table. The transaction is then shown in a portal on the investment record.
A portal in the data entry layout
You'll also create an Account List layout that will present a list of all your investments. This record-selection tool will come in very handy if you have many investments.
You'll create five script-generated
Finally, you'll automate Investment Minder by designing a series of
. Some will be attached to clickable
how this book works
section at the end of each chapter contains tips and tricks you might like to know, but that aren't
visit the Web site
You should also check this Web page for a list of any known errors in the book. If you discover something that doesn't work as expected, you can send email to email@example.com. (Note that
Chapter 1. about databases and FileMaker Pro
If you're new to databases or just new to FileMaker Pro, you'll need some background information before you're ready to create the database ( Investment Minder ) that's the subject of this book. This chapter will help bring you up to speed on databases in general and FileMaker Pro in particular.
is an organized collection of information on a specific topic. Databases can be created for home (recipe collections, greeting card lists, bowling league records), school (contacts and assignments), and business (software registrations, inventory tracking, invoices, petty cash disbursements). A complete set of data for one employee, recipe, team member, or invoice is called a
; the data elements within a record are called
. Every field collects a single, discrete piece of information, such as a person's last
In this database, every record contains the data you've entered for one medical incident. Fields store a date of service, service type, description, charge, and so on.